Who We Are
A lifetime of wealth is not built to remain idle; it should help you reach your goals and support your lifestyle. With the Walled Lake Planning and Wealth Management team at your back, guiding and managing every step of your financial journey, you can be confident that your wealth is actively working to ensure a secure and prosperous future for you and your loved ones.
Our Mission
You’ve put in countless hours at work, made every effort to save and invest wisely, and built up your wealth day by day. Through hard work and steady diligence, you’ve created a solid financial foundation. Now, it’s time for us to take the reins and grow and protect the wealth you’ve created. Our mission is to help your assets thrive, so you can relax and enjoy the life you’ve worked so hard to create.
Our History
The name “Walled Lake” holds a special significance to us. It harkens back to the carefree childhood summers of Noel Cooper, one of our founding partners, with long days spent feeding ducks, swimming with friends, and grilling with family (before he became a vegetarian) — free to enjoy the fresh air and take in the tranquility.
This carefree lifestyle is what we offer our clients — financial security that allows you to enjoy life’s simple pleasures without worry. With our dedicated team handling the intricacies of your wealth strategy, we aim to make your financial journey as tranquil and enjoyable as a day at Walled Lake.
What Is a Fiduciary?
A fiduciary is a financial professional who is legally bound to act in your best interests. They are required to prioritize your goals, meaning that they must provide honest, unbiased guidance and avoid any conflicts of interest. In short, a fiduciary is someone you can trust to make decisions that benefit you financially.
Our Commitment
At Walled Lake, our fiduciary commitment establishes that your financial well-being is our primary concern. We pride ourselves on our transparency, and we refuse to sell investment products or receive compensation from anyone other than our clients. Our focus is on helping you achieve your financial objectives while maintaining the highest ethical standards in all of our work.
Meet The Team
Our Capabilities
Our mission is to turn your financial wishlist into achievable milestones, helping you live your life on your terms
Tailored Portfolios
Our client portfolio construction process involves personalized asset allocation, portfolio structure research, and strategies designed around outcome-based goals.
Management and Coordination
Our team excels in leading and coordinating every aspect of your financial journey, aligning all elements together to support your financial goals.
Referral Network
If your financial situation would benefit from outside services, we can offer a referral through our network of trusted professionals across the financial spectrum.
